Spire Wealth Management’s First Trust Managed Futures Strategy Fund FMF Stock Holding History

Spire Wealth Management’s Portfolio FMF Stock Details FMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26K	Buy	518 +23	+5%	+$1.18K	﹤0.01%	1364
2026 Q1	$25.1K	Buy	495 +218	+79%	+$10.8K	﹤0.01%	1358
2025 Q4	$13K	Sell	277 -727	-72%	-$35.2K	﹤0.01%	1629
2025 Q3	$48.9K	Hold	1,004	–	–	﹤0.01%	1244
2025 Q2	$45.4K	Hold	1,004	–	–	﹤0.01%	1234
2025 Q1	$46.3K	Sell	1,004 -64	-6%	-$3.02K	﹤0.01%	1311
2024 Q4	$50.8K	Buy	+1,068	New	+$51K	﹤0.01%	1276
2022 Q2	–	Sell	-12,892	Closed	-$630K	–	2723
2022 Q1	$630K	Buy	12,892 +196	+2%	+$9.22K	0.02%	508
2021 Q4	$577K	Sell	12,696 -115	-0.9%	-$5.44K	0.01%	644
2021 Q3	$609K	Buy	12,811 +11,806	+1,175%	+$565K	0.02%	541
2021 Q2	$49K	Hold	1,005	–	–	﹤0.01%	1494
2021 Q1	$48K	Buy	+1,005	New	+$46.9K	﹤0.01%	1743

Other funds holding FMF

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return